Packages
Basics
From $150 + GST per month
For those starting out in business, we help get you set up and running.
- Annual Financial Statements & tax returns
- Advice on your business structure
- Annual on-site meeting
- GST Returns
- Banklink or approved on-line accounting system
- Tax reminders/managing your income tax account with the IRD
- Regular Newsletters
Monitoring
From $250 + GST per month
For small businesses looking for efficient and timely advice.
The Business Basics package plus:
- Two-monthly reporting on your business performance
- Regular updates and advice on tax and business issues
- Regular review of your business to help you understand what it all means
Premier
From $500 + GST per month
For businesses wanting to grow their capital and improve financial knowledge.
Business Basics and Monitoring plus:
- Annual review of Strategic Plan
- An annual Health Check of your business
- An annual business Growth Plan for your business
- Monthly reporting meetings
- Setting and monitoring budgets and cashflows
- Detailed performance reports
Rental/
Investment Trust
From $100 + GST per month
A tailored package for a Rental/ Investment Trust.
- Annual Financial Statements
- Income Tax Return
- Trust Administration
- Banklink or approved on-line accounting system
- Regular Newsletters
Set Up
From $175 + GST per month
For those starting out, we help get you set up and running.
- Taxes sorted
- Advice on your farm/business structure
- An on-farm visit
- 4-monthly catch up meetings
- GST training
- Banklink or approved accounting system training
- Regular Newsletters
Fundamentals
From $250 + GST per month
For small farming operations looking for efficient and well-timed advice.
The Business Basics package plus:
- Two-monthly reporting on your business performance
- Regular updates and advice on tax and business issues
- Regular review of your business to help you understand what it all means
Growth
From $500 + GST per month
For farmers wanting to grow their capital and improve financial knowledge.
All Fundamentals services plus:
- Budget and Cashflow
- GST Returns
- 2-monthly reporting
- 4-monthly catchup meetings
- 5 week turnaround of annual accounts
Leader
From $700 + GST per month
For larger farming businesses targeting specific goals.
All Growth services plus:
- A Strategic Planning session
- Benchmarking
- Annual meeting with Banker & Consultant on farm
- 2-monthly executive summary
- 4 week turnaround of annual accounts
EXTRAS & ADD-ONS
We have formalised some of the additional services we offer and have dedicated team members that make sure these important but often neglected administrative tasks get completed when and how they should.
ACC Administration Service
There are often errors with ACC invoices and there are many occasions when clients require assistance in dealing with ACC. In the past, clients have often had to contact ACC direct, sometimes with unsatisfactory results. We hope this new system will allow us to pre-empt many of the common ACC problems on your behalf.
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Our service covers:
- Check ACC Levy statements against ACC online
- Process refunds and send to clients
- Deal with ACC enquiries for clients
- Arranging ACC Cover
Your investment : $245/$295 with Employees plus GST per annum.
Company Administration Service
Many Company directors are unaware of their obligations to the Companies Office, particularly around the filing of their Annual Company Return and the updating of the various Registers required to comply with the Companies Act 1993. Our company administration service makes sure these obligations are taken care of on an annual basis.
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Our service covers:
- Maintain Directors’ registers
- Maintain Shareholders’ registers
- Ensure Minutes are signed and up to date
- Make changes on Companies Office as required
- File Annual Return
- Noting activity on PPSR
Your investment : $220 plus GST per annum plus Companies Office fees
Trust Administration Service
With the Trust laws under review it has become apparent that Trust Administration in New Zealand is not always as robust as it should be. Good Trust Administration means that on an annual basis the Trust file is being reviewed and updated. Statutory records should be held on file with any gifting programmes, annual Minutes and any other necessary resolutions.
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Our service covers:
- Review and update Statutory records
- Maintain various Trust registers
- Reporting to you on any matters that require attention
Your investment : $220 plus GST per annum
Payroll Service
We have team members that have a wide knowledge in processing payrolls and PAYE for our clients. You will no longer need to deal with the IRD and any enquiries you have can come through us. We can take the stress out of meeting payment deadlines with the IRD by taking care of the processing for you.
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Our service covers:
- Processing your weekly, fortnightly or monthly payrolls
- Update you on any Tax or KiwiSaver changes relating to payrolls
- Deal with IRD enquiries for clients
- File your PAYE with the IRD
Cost is confirmed on an individual client basis.
OTHER SERVICES
Other services that we can provide to you at an agreed price are as follows.
Systems Review
We see many accounting systems and methods of processing information. Some are very efficient, others not so. We can come to your office and review your accounting systems and processes. We will issue a summary and make recommendations for where we believe things could be improved.
IRD Health Checkup
Many clients prepare their own GST, FBT, PAYE and other tax returns. We come to you and conduct a formal review of these for you to make sure you are doing everything the way you should be and keeping records the way you should.
Debtors System Review
We can help you learn best practice for debtor management and put in place simple but effective systems to manage your debtors and help with cashflow.
Employment and HR System Review
We review your HR records and all systems around these to ensure you meet current legal requirements.
- IRD Registrations and Applications
- Banklink Setup
- Share Transfers
- Dividend Preparation
- Cashflow Forecasts
Spooner, Hood & Redpath Ltd
162 Wicksteed Street, PO Box 765,
Whanganui 4541
Ph 06-349 0015, Fax 06-345 3943
Email: admin@shrl.co.nz
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